Ownerproof Information

You spent 20 or 30 years building a business that works. You know every customer by name, every employee's strengths, every process that keeps the trucks rolling. That knowledge is the most valuable thing about your company. The problem is, none of it is written down, or if it is, it's not organized enough to easily hand over to a third party. And buyers only pay for what they can see. Ownerproof turns what you know into what they need. Through a guided conversation and a handful of document uploads, we capture your operational knowledge, financial history, customer relationships, and growth potential, then organize it all into a professional package that speaks the language buyers, brokers, and lenders expect. The result is your Golden Record: a complete, organized picture of your business that powers every document the transaction requires. A professional CIM. An SBA lender package. A blind teaser. A scorecard. A market estimate. A gap analysis with prioritized recommendations. All built from what you already know and already have. But we do more than organize documents. Ownerproof is a full exit readiness system. We identify the specific issues that could lower your sale price and rank them by dollar impact. We guide you through fixing the ones that matter most. We track your progress. And every question we ask is one a buyer will ask during due diligence, so when you get to the table, you have already had the hardest conversation. Your time commitment: about 2 hours. A 90-minute phone call where you just talk about your business, plus 15 minutes uploading a few key documents. We handle everything else. We start with home services businesses (HVAC, plumbing, electrical) because these owners built real companies but never had a way to organize and document them without dozens of hours of work, tens of thousands of dollars spent on consultants or both. Until now. For brokers: we turn your least-prepared client into your smoothest closing.